Team

Deni DuFault, ChFC has over 24 years of experience in the insurance and financial services industry. He started his career as an independent insurance agent in 1989.

Deni is a licensed securities representative with Investors Capital Corporation, holding the Series 6, 7, 24, 26, 62, 63, and 65 licenses and most recently was awarded the 5-Star Wealth Manager Award for 2015.

He holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) designations from the American College. He is also a Registered Health Underwriter (RHU) and a Life Underwriter Training Council Fellow LUTCF).

As a financial professional serving the Mt. Washington Valley for over 20 years I can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management

I also can answer your questions, including:

• Can I retire early?
• Are my investments working hard enough?
• How do I integrate Social Security into my retirement plan?
• What’s the best approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?

Throughout the years I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.